CWM
EQC

CIBC World Markets’s Equity Commonwealth EQC Stock Holding History

CIBC World Markets’s Portfolio EQC Stock Details EQC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-35,761
Closed -$741K – 683
2023
Q1 		$741K Buy
35,761
+455
+1% +$10.6K 0.01% 537
2022
Q4 		$882K Sell
35,306
-10,233
-22% -$262K 0.01% 607
2022
Q3 		$1.11M Sell
45,539
-2,721
-6% -$73.2K 0.02% 348
2022
Q2 		$1.33M Sell
48,260
-8,422
-15% -$227K 0.01% 483
2022
Q1 		$1.6M Sell
56,682
-3,760
-6% -$100K 0.01% 445
2021
Q4 		$1.56M Sell
60,442
-10,558
-15% -$275K 0.01% 421
2021
Q3 		$1.84M Buy
71,000
+24,104
+51% +$634K 0.01% 437
2021
Q2 		$1.23M Buy
+46,896
New +$1.3M 0.01% 508
2021
Q1 		– Sell
-76,144
Closed -$2.08M – 1034
2020
Q4 		$2.08M Buy
+76,144
New +$2.03M 0.01% 559

Other funds holding EQC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC World Markets's EQC Position: Q2 2023 in Review

CIBC World Markets sold out of Equity Commonwealth (EQC) in Q2 2023, closing a stake of 35,761 shares — an estimated $741K sold.

CIBC World Markets first reported a position in EQC in Q4 2020 and held it in 9 quarters. The position peaked at $2.08M in Q4 2020. 255 funds tracked by Wall St. Rank hold EQC as of Q2 2023.

  • CIBC World Markets reported no remaining Equity Commonwealth position as of Q2 2023 after selling out during the quarter.
  • CIBC World Markets sold 35,761 Equity Commonwealth shares in Q2 2023, an estimated $741K.
  • CIBC World Markets first reported a position in Equity Commonwealth in Q4 2020 and held it in 9 quarters.
  • CIBC World Markets's Equity Commonwealth position peaked at $2.08M in Q4 2020.
  • 255 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2023.

Based on CIBC World Markets's 13F filing for Q2 2023, filed 4 Aug 2023.